SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$109K
3
+$101K
4
ACIC icon
American Coastal Insurance
ACIC
+$74.6K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$57K

Top Sells

1
+$112K
2
+$110K
3
+$96.7K
4
DD icon
DuPont de Nemours
DD
+$95.6K
5
CL icon
Colgate-Palmolive
CL
+$74.3K

Sector Composition

1 Financials 14.82%
2 Technology 11.95%
3 Healthcare 11.75%
4 Industrials 7.7%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$25.1K 0.01%
+1,329
502
$25.1K 0.01%
293
503
$25K 0.01%
1,036
-82
504
$24.9K 0.01%
860
505
$24.9K 0.01%
2,211
506
$24.7K 0.01%
+409
507
$24.5K 0.01%
1,165
508
$24.5K 0.01%
1,594
-14
509
$24.4K 0.01%
572
510
$24.4K 0.01%
791
511
$24.4K 0.01%
1,286
512
$24.2K 0.01%
1,230
+755
513
$24.2K 0.01%
810
514
$24.2K 0.01%
131
+14
515
$24K 0.01%
830
+84
516
$23.8K 0.01%
353
517
$23.8K 0.01%
918
518
$23.7K 0.01%
372
519
$23.4K 0.01%
1,480
-93
520
$23.3K 0.01%
704
521
$23.3K 0.01%
271
+9
522
$23.1K 0.01%
454
523
$23.1K 0.01%
2,683
524
$23.1K 0.01%
124
525
$23.1K 0.01%
634
19 20
21
22 23